Morris Financial Concepts’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Sell |
922
-819
| -47% | -$300K | 0.13% | 91 |
|
|
2025
Q1 | $638K | Sell |
1,741
-7
| -0.4% | -$2.57K | 0.27% | 60 |
|
|
2024
Q4 | $680K | Buy |
1,748
+182
| +12% | +$70.8K | 0.29% | 50 |
|
|
2024
Q3 | $635K | Buy |
1,566
+31
| +2% | +$12.6K | 0.27% | 53 |
|
|
2024
Q2 | $528K | Hold |
1,535
| – | – | 0.25% | 54 |
|
|
2024
Q1 | $589K | Sell |
1,535
-9
| -0.6% | -$3.45K | 0.3% | 46 |
|
|
2023
Q4 | $535K | Sell |
1,544
-3
| -0.2% | -$1.04K | 0.31% | 45 |
|
|
2023
Q3 | $467K | Sell |
1,547
-5
| -0.3% | -$1.51K | 0.31% | 45 |
|
|
2023
Q2 | $482K | Sell |
1,552
-2
| -0.1% | -$621 | 0.31% | 46 |
|
|
2023
Q1 | $459K | Hold |
1,554
| – | – | 0.32% | 45 |
|
|
2022
Q4 | $491K | Hold |
1,554
| – | – | 0.4% | 46 |
|
|
2022
Q3 | $429K | Hold |
1,554
| – | – | 0.44% | 34 |
|
|
2022
Q2 | $426K | Sell |
1,554
-2
| -0.1% | -$548 | 0.41% | 40 |
|
|
2022
Q1 | $466K | Sell |
1,556
-5
| -0.3% | -$1.5K | 0.39% | 40 |
|
|
2021
Q4 | $648K | Buy |
+1,561
| New | +$648K | 0.54% | 30 |
|